Bastion Insight
CLARITY. PROTECTION. CONFIDENCE.

Know your financial future in seconds.

Bastion Insight helps you model retirement readiness, tax strategy, RMD compliance, healthcare costs, relocation decisions, and legacy outcomes.

Advisor-Grade ClarityTranslate complex planning inputs into one clear path and next step.
Risk in Plain EnglishSee where plans break, what causes it, and what to adjust first.
Scenario ConfidenceCompare decision tradeoffs quickly without changing your baseline plan.

Lifetime Financial Path

Bastion Save State 2.36h patch restores Profile dropdown options after view extraction with routing and calculations unchanged.

Monthly Mode
Path Status
Stable
Your current path is being modeled.
Starting Net Worth
$0
Cash + invested assets minus debt.
Gross Income
$0
Combined household earned income.
Projected Ending
$0
Modeled value at final projection age.
Estimated Federal Tax
$0
Simplified V1 filing-status estimate.
After-Tax Surplus
$0
Income after estimated tax and spend.
Current Spend
$0
Current household expense load.
Retirement Spend
$0
Target retirement lifestyle spend.
Minimum Path Value
$0
Lowest point in the projection.
Event Impact
$0
Net current-year modeled change from active life events.

Core Inputs

Keep this simple. These drive the whole path before life events modify it.

Quick Tweaks

Fast pressure tests without hunting through forms.

Life Events V1 Expanded

Add/remove events. Supports future recurring expenses, income changes, one-time windfalls, and one-time expenses.

Path Projection

Simple V1 projection: net worth path before and after life events.

What Changed

Save a baseline, tweak inputs or life events, then compare.

No baseline saved yet.